EP WEALTH ADVISORS, LLC – Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$899,000
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.52% | -1.09K shares | -90K | $38.82 | 23.16K |
| Q2 2022 | share | Decrease | -1.70% | -419 shares | -221K | $40.75 | 24.26K |
| Q1 2022 | share | Increase | 0.00% | 24.68K shares | 1.21M | $49.02 | 24.68K |